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Eaton
ETN

Overview Fund Activity

1,615 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 549 increasing their positions, 624 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,615
Holders Change
+96
Holders Change %
+6.32%
% of All Funds
25.47%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
185
Increased
549
Reduced
624
Closed
80
Calls
$790M
Puts
$484M
Net Calls
+$306M
Net Calls Change
+$99.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$920M
2
Coatue Management
Coatue Management
New York
+$358M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
4
Invesco
Invesco
Georgia
+$140M
5
CET
Clean Energy Transition
United Kingdom
+$130M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$664M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$134M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
5
ClearBridge Investments
ClearBridge Investments
New York
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
651
Vestcor Inc
New Brunswick, Canada
$1.89M -$6.84K -34 -0.4%
AMIM
652
Aull & Monroe Investment Management
Alabama
$1.88M – – –
CIA
653
Cascade Investment Advisors
Oregon
$1.87M +$5.03K +25 +0.3%
WP
654
WealthShield Partners
North Carolina
$1.87M +$22.5K +112 +1%
SLA
655
Silver Lake Advisory
Utah
$1.84M -$34.2K -170 -2%
NP
656
Nilsine Partners
Colorado
$1.84M +$329K +1,637 +22%
SFI
657
SPC Financial Inc
Maryland
$1.83M +$132K +656 +8%
LWP
658
LMG Wealth Partners
Louisiana
$1.83M +$60.3K +300 +3%
LA
659
Lifeworks Advisors
Michigan
$1.82M +$300K +1,492 +20%
HWM
660
HB Wealth Management
Georgia
$1.82M +$11.3K +56 +0.6%
OPTFSNA
661
Old Point Trust & Financial Services N A
Virginia
$1.81M +$213K +1,060 +13%
PA
662
PFG Advisors
Arizona
$1.81M -$162K -806 -8%
BIM
663
Baldwin Investment Management
Pennsylvania
$1.8M +$444K +2,210 +33%
BFA
664
Bill Few Associates
Pennsylvania
$1.8M +$11.1K +55 +0.6%
ACA
665
Atlas Capital Advisors
Wyoming
$1.77M -$73K -363 -4%
CSIC
666
Clifford Swan Investment Counsel
California
$1.76M +$17.1K +85 +1%
AIM
667
Aigen Investment Management
New York
$1.75M +$1.75M +8,722 New
LSA
668
Lion Street Advisors
Texas
$1.75M +$599K +3,636 +52%
SB
669
Simmons Bank
Arkansas
$1.74M -$5.43K -27 -0.3%
CBFP
670
Cedar Brook Financial Partners
Ohio
$1.72M +$330K +1,643 +24%
PP
671
Patten & Patten
Tennessee
$1.72M – – –
TAM
672
Tealwood Asset Management
Minnesota
$1.72M -$12.9K -64 -0.7%
CFG
673
Cooper Financial Group
California
$1.71M +$139K +691 +9%
FG
674
Fiduciary Group
Georgia
$1.71M -$11.9K -59 -0.7%
BFEC
675
Benjamin F. Edwards & Company
Missouri
$1.71M +$5.63K +28 +0.3%
25 26
27
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